Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · XFIV cheaper diff. adviser | 31% | 0.05% | BondBloxx Investment Management Corporation |
| 2 | WisdomTree 3-7 Year Treasury Digital Fund · WTTSX cheaper diff. adviser | 30% | 0.05% | WisdomTree Digital Management, Inc. |
| 3 | iShares 3-7 Year Treasury Bond ETF · IEI | 30% | 0.15% | BlackRock Fund Advisors |
| 4 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 25% | 0.03% | SSGA Funds Management, Inc. |
| 5 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 24% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 24% | 0.03% | The Vanguard Group, Inc. |
| 7 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 22% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 8 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 21% | 0.00% | T. Rowe Price Associates, Inc. |
| 9 | Fidelity Short-Term Treasury Bond Index Fund · FUMBX cheaper diff. adviser | 20% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | State Farm Interim Fund · SFITX diff. adviser | 20% | 0.16% | State Farm Investment Management Corp. |
| 11 | Invesco MSCI Treasury Duration Rotation ETF | 19% | 0.15% | — |
| 12 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX cheaper diff. adviser | 18% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Limited Term U.S. Government Fund · NSIUX diff. adviser | 16% | 0.44% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Federated Hermes Short-Intermediate Government Fund · FIGKX, FIGTX, FIGIX diff. adviser | 16% | 0.60% | Federated Advisory Services Company, Federated Investment Management Company |
| 15 | Loomis Sayles Limited Term Government and Agency Fund · NEFLX, NECLX, NELYX, LGANX, LGATX diff. adviser | 14% | 0.40% | Loomis, Sayles & Company, L.P. |
| 16 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · XTRE cheaper diff. adviser | 14% | 0.05% | BondBloxx Investment Management Corporation |
| 17 | LoCorr Long/Short Commodities Strategy Fund · LCSAX, LCSCX, LCSIX diff. adviser | 14% | 2.12% | LoCorr Fund Management LLC |
| 18 | DoubleLine Opportunistic Core Bond ETF · DBND diff. adviser | 14% | 0.45% | DoubleLine ETF Adviser LP |
| 19 | Federated Hermes Short-Intermediate Total Return Bond Fund · FGCSX, FGCIX, FGCAX, SRBRX | 14% | 0.37% | — |
| 20 | iShares U.S. Intermediate Government Bond Index Fund | 13% | 0.10% | BlackRock Fund Advisors |
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